About the role
- Update client ownership report every month regularly to state/centre head.
- Maintain New client MIS and report to State/centre head
Ensure corporate client database is updated regularly by sales support.
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Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
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Ensure all SEBI/AMFI rules and regulations are strictly complied
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Drive the business by targeting the corporate clients assigned (mid corporates)
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Acquisition of new corporate clients
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Handle investments of key leadership team of Aditya Birla Group
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Build a strong connect with target audience for maximizing the mind share and market share.
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Synergize with all relevant verticals for achieving the desired objective.
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Work on customized solution by offering Combo products.
New Client Acquisition
- Maintain excellent relationship with existing clients and expansion of key clients
- Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
- Develop and maintain key new client base.
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